+46.8%
VMC vs WU
-51.6%
+98.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | -3.7% | -5.0% | +1.3% | -2.5% |
| 30D | -12.8% | -2.3% | -10.5% | -12.3% |
| 3M | -7.9% | -3.2% | -4.7% | -8.0% |
| 6M | -7.5% | -25.0% | +17.5% | -1.8% |
| YTD | -11.6% | -21.7% | +10.0% | -7.5% |
| 1Y | -14.3% | -9.0% | -5.3% | -14.2% |
| 3Y | +18.5% | -28.9% | +47.4% | +24.5% |
| 5Y | +46.8% | -51.0% | +97.8% | +72.8% |
| All | +46.8% | -51.6% | +98.3% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling